Compare · 3 funds side by side · dividends reinvested

MFSB, IVV and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

MFSB, IVV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFBonds & Cash · Core aggregate0.34%4.72%+0.2%+0.7%[…][…]−4.1%3.9%$862M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MFSB 2024 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862M[…]

MFSB

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

MFSBMeasureIVV

+0.2%Year to dateJan 1 → Nov 9+11.3%

+0.7%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

4.72%Trailing 12-mo yield$472 · $111 a year on $10k1.11%

−4.1%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.8%

MFSBIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSB vs IVV: Top 5 Holdings

Today

MFSB

0.5%in top 5

IVV

in top 527.8%

MFSBStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%TRGPnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

MFSB vs IVV Returns, Every Period

MFSMFSB

+0.7%

past year

IVViShares

+13.6%

past year

MFSBIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: MFSB vs IVV

YTD

MFSMFSB

+0.2%

IVViShares

+11.3%

+0.2%Year to date+11.3%

−4.1%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.8%

4.7%Yield1.1%

$862MAssets$875B

3–1MFSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSB, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MFSB0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MFSB, IVV, QQQ

4.72%highest, MFSB

FundTrailing yieldYield$10k

MFSB4.72%$472

IVV1.11%$111

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$438most kept, MFSB

MFSB$472 − $34 = $438

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MFSB, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

MFSBIVVQQQ

MFSB—0.1%0.0%

IVV0.1%—52.4%

QQQ0.0%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

MFSBWorst drop−4.1%3.9% vol

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MFSBIVV

+0.2%Year to date+11.3%

4.7%Yield1.1%

+0.7%Past year+13.6%

0.34%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026